Clients get documents to sign automatically at the right point in their fact find, and signed copies come straight back to the lead.
Who this is for: Brokers
Set up EffiSign (free)
Go to Settings and open Integrations.
Click Authenticate with EffiSign.
Click Go to the Effi Sign portal to create your signing templates.
You can also connect DocuSign or PleaseSign instead.
Send signature requests automatically
In Settings > Integrations, find the E-Signature section and connect your provider.
Choose the template the client should sign and which applicant role receives it.
Choose the trigger: when the client completes About You or Financial Snapshot.
Click Save Changes.
Find signed documents
Open the lead, go to Documents > E-signature. You'll see each envelope and can download it once signed.
Good to know
EffiSign emails come from Your Name via EffiSign <[email protected]>, and replies go to your own inbox. If you use custom SMTP or Gmail, they come from your own address.
In the EffiSign dashboard you can sign documents yourself, see what's waiting for your signature, and track what's out for signing.
To have your credit guide signed automatically, see Send a credit guide for e-signature.
Need a hand?
Email [email protected] and our team will get back to you.